2ND FINANCIAL TALENT SUMMIT MUMBAI - Find a Society
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2ND FINANCIAL TALENT SUMMIT MUMBAI Saturday, 8 September 2018 | 9:00 am onwards Venue: ITC Maratha, Sahar, Andheri (E), Mumbai https://india.careers.cfainstitute.org/ Visit us: india.careers.cfainstitute.org | cfasociety.org/india | secretary@ india.cfasociety.org
AGENDA TIME SESSION AND SPEAKERS 09:00—09:45 REGISTRATION 09:50—10:00 CONFERENCE OPENING AND WELCOME Jayesh Gandhi, CFA President CFA Society India 10:00—10:45 CFA INSTITUTE CAREER SERVICES AND TOOLS Neil Govier, CFA Director, Regional CPD, Asia Pacific CFA Institute 10:45—11:45 HOW TO OWN YOUR CAREER IN FINANCIAL SERVICES Dr. Jane Horan Founder The Horan Group 11:45—12:00 TEA/COFFEE BREAK 12:00—12:40 CAREERS IN SALES/RELATIONSHIP MANAGEMENT Gajendra Kothari, CFA Gaurav Jaitley Managing Director & CEO Managing Director Etica Wealth Management Private Limited Goldman Sachs Arpita Vinay Pramod Gubbi, CFA Wholetime Director Managing Director and Head of Equities Centrum Wealth Management Ambit Capital Anil Ghelani, CFA Moderator Senior Vice President DSP Investment Managers 12:40—13:15 CAREERS IN RESEARCH Harsha Upadhyaya, CFA Dwijendra Srivastava, CFA CIO - Equity & Senior EVP CIO DEBT Kotak Mahindra Asset Management Co. Limited Sundaram Asset Management Co. Limited Prashant Nair, CFA Deputy Head India Research at Citi Biharilal Deora, CFA Moderator Director Abakkus Asset Manager LLP 13:15—14:00 NETWORKING LUNCH 14:00—15:00 MEET AND GREET WITH INDUSTRY EXPERTS 15:00—15:40 CAREER IN GLOBAL FINANCIAL INSTITUTION Ankush Agarwal, CFA Ravi A. Gautham, CFA Head of Global Research Center Senior Vice President J.P. Morgan India Private Limited The Northern Trust Company Shankar Purushothama, CFA Surekha Shenoy Kunder Director, India Equity Operations Executive Director, Chief Operating Officer Morningstar Morgan Stanley Sonia Gandhi, CFA Moderator Director CFA Society India
TIME SESSION AND SPEAKERS 15:40—16:10 CAREERS IN RISK MANAGEMENT/COMPLIANCE/ CORPORATE FINANCE Raghuvir Mukherji Onkarpreet Singh Jutla, CFA Chief Risk Officer Head - Products IIFL Investment Managers Edelweiss Global Wealth Management Abhishek Khandelwal, CFA Bhavesh A. Shah, CFA Chief Financial Officer CEO Snow Leopard Ventures, A Venture Capital Firm Avener Capital Saurav Mishra, CFA Moderator Director CFA Society India 16:10—16:30 TEA/COFFEE BREAK 16:30—17:20 BUILDING A CAREER IN FINANCIAL SERVICES Saket Jain Managing Partner Vito India Advisors 17:20 CLOSING REMARKS * Agenda is subject to change without notice. H INDIA INVESTMENT CONFERENCE 9T DIA INVESTMENT 9TH INDIA CONFERENCE 9TH IN A INVESTMENT CONFERENCE 9TH IND INVESTMENT SAVE THE DATE 11 January 2019 | Mumbai VESTMENT CONFERENCE 9TH INDIA IN CONFERENCE https://indiaconf.cfainstitute.org #IndiaInvConf STMENT CONFERENCE 9TH INDIA INVE © 2018 CFA Institute. All rights reserved.
SPEAKERS JAYESH GANDHI, CFA President CFA Society India Jayesh Gandhi, CFA, is president of CFA Society India (volunteer) and a senior portfolio manager at Birla SunLife Asset Management Company. He has over 15 years of experience in equity research and investment and previously served as lead portfolio manager for the India on-shore business at Morgan Stanley Investment Management. Mr. Gandhi holds the chartered accountant designation from the Institute of Chartered Accountants of India, a bachelor’s degree in commerce from the University of Mumbai, and a master’s in international management from the Thunderbird School for Global Management. NEIL GOVIER, CFA Director, Regional CPD, Asia Pacific CFA Institute Neil leads regional efforts to develop the Institute’s CPD offering to its members. Before focusing on CPD he headed up the global university outreach program which was responsible for developing strong relationships between the Institute, academics and students. He has been in the training world for more than 15 years, teaching across a wide range of subjects, including the CFA Program and the Institute of Chartered Accountants in England and Wales (ICAEW) credential, as well as designing and delivering bespoke courses for a variety of investment management and banking clients. He has taught in North America, Europe, the Middle East, and Asia. Prior to joining CFA Institute, he was managing director for Asia Pacific of Fitch 7City Learning, where he oversaw the strategy, business development, operations, and course delivery for the region from Singapore. He is a graduate of the University of London. He is a member of the Chartered Institute for Securities and Investment, a fellow of ICAEW, and a CFA charterholder. DR. JANE HORAN Founder The Horan Group The Horan Group, is a strategic consulting firm helping organisations build inclusive work environments and individuals find meaningful careers. Prior to the Horan Group, she held senior Asia Pacific management positions at The Walt Disney Company, CNBC and Kraft Foods. Jane has an extensive background in diversity and inclusion, cross-cultural leadership and career transitions, a frequent speaker on Workplace Politics, Navigating Networks, and Career Purpose. She has presented at global leadership conferences, published in Business Week, The Wall Street Journal, The Business Times, The Straits Times, The South China Morning Post, The Organisational Development Journal, Quartz etc. Jane has authored three books, ‘I Wish I’d Known That Earlier in My Career: The Power of Positive Workplace Politics’, and ‘How Asian Women Lead: Lessons for Global Corporations’ , published are two of them. Her third book, ‘Now It’s Clear: The Career You Own’ was published in 2018. Her consulting work is with Fortune 100 companies, NGO’s and academic institutions in Asia, North America and Europe, concentrating on inclusion, purpose and career development. Jane holds an Educational Doctorate from Bristol University in Leadership Education and is a Visiting Associate Researcher with Hong Kong University. She resides in Singapore. T-
GAJENDRA KOTHARI, CFA, CAIA, ICFA Managing Director & CEO Etica Wealth Management Private Limited Gajendra Kothari heads Etica Wealth Management Pvt. Limited. Prior to this, he was Vice-President and Head – Products at the Portfolio Management Division of UTI Mutual Fund. He was also the Business Development Head for the UK and European Markets at UTI International Ltd in London. He has more than 13 years of experience encompassing both Indian and overseas capital markets. Gajendra has conducted more than 300 training sessions in the areas of Personal finance, Mutual Funds, Insurance etc. His passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 6,000 participants in the last 6 years. He has been felicitated the Wealthforum Rising Star Award 2013. Mr Kothari is a CFA Charterholder, CAIA member and holds the and International Certificate in Financial Advice (ICFA) from UK. He is an MBA from International Management Institute, New Delhi. ARPITA VINAY Wholetime Director Centrum Wealth Management Arpita has more than 15 years of experience in Financial Services across Wealth Management and Private Banking. She has been part of the core team that set up Centrum Wealth Management. She is a whole-time director on the board of the company. She also looks after the offshore wealth product proposition as also the HR and marketing functions for the firm. She started her career as a Graduate Trainee Engineer at the Tata Steel facility in Jamshedpur. She joined HSBC post her MBA and as part of the Premier Banking business team she did successful stints in sales channel management, product management, proposition development, customer value management and analytics. She rose to become the Head of Premier Banking at HSBC. Arpita is an electrical engineer and holds an MBA, Finance from Faculty of Management Studies (FMS), Delhi. She also holds STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising. GAURAV JAITLEY, CFA Managing Director Goldman Sachs Gaurav is co-head of the India Equities franchise. He is responsible for the firm's franchise relationships and manages the India sales and execution services team. Previously, Gaurav was head of India Equities Sales and Execution Services since 2016. He joined Goldman Sachs in 2010 as a vice president on the Institutional Equities desk and covered clients across multiple geographies. Prior to joining the firm, Gaurav worked at UBS and Reliance Equities as an Equity Research analyst covering the US and Indian Telecom sectors. Gaurav earned a Bachelor of Engineering degree from Mumbai University and an MBA in Finance from New York University's Stern School of Business in 2002. He is a CFA charterholder. PRAMOD GUBBI, CFA Managing Director & Head Equities Ambit Capital Pramod Gubbi leads the institutional equities business at Ambit Capital. Previously, he was the Director of Indian equity sales at Execution Noble and the director of India operations at Clear Capital. Mr. Gubbi has also worked at HCL Technologies and Phillips. He has over 15 years of experience across diverse sectors and markets. Pramod earned a bachelor’s degree in engineering from the National Institute of Technology Karnataka, and an MBA from the Indian Institute of Management Ahmedabad. He is a CFA Charterholder.
ANIL GHELANI, CFA MODERATOR Senior Vice President DSP Investment Managers Anil Ghelani, CFA, is senior vice president at DSP BlackRock, where he is responsible for products and passive investments. Previously, he served as the business head and chief investment officer at DSP BlackRock Pension Fund Managers and, prior to that, led the risk and quantitative analysis team at DSP BlackRock Mutual Fund, where he was responsible for monitoring portfolio risk and buy-side credit research on companies across various sectors. He serves in a volunteer capacity as a director of CFA Society India. HARSHA UPADHYAYA, CFA Chief Investment Officer – Equity Kotak Mahindra Asset Management Company Harsha Upadhyaya heads the equity fund management team that manages over Rs 55,000 crore of assets at Kotak AMC, and personally manages funds such as Kotak Standard Multicap, Kotak Equity Opportunities and Kotak Tax Saver. Harsha has over two decades of rich experience spread over Equity Research and Fund Management. His prior stints have been with companies such as DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities. Harsha was adjudged as Best Fund Manager (Equity) – Runner-up by Outlook Money in the year 2010. He has received awards on fund performance by Morning Star, ICRA and Business World-Value Research in the past. Harsha holds a Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, a Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and a CFA charterholder. PRASHANT NAIR, CFA Deputy Head of India Research Citi Prashant Nair is also a senior analyst covering the India pharmaceutical, healthcare, and agrochemical sectors as well as Thailand’s healthcare. Based in Mumbai, Prashant joined Citi in July 2005 from Motilal Oswal Securities. Prior to that, he was with Edelweiss Capital and Pranav Securities. Prashant obtained his MBA (Finance) from the Institute of Technology and Management and B.Com. from the University of Mumbai. He is also a CFA® Charterholder and a Cost Accountant by training. DWIJENDRA SRIVASTAVA, CFA Chief Investment Officer Debt Sundaram Mutual Fund Dwijendra has over 20 years of experience out of which 18 years is in financial services industry. Some funds managed by him include: Sundaram Money Fund, Sundaram Low Duration Fund, Sundaram Corporate Bond Fund, Sundaram Medium Term Bond Fund, Sundaram Short Term Debt Fund, Sundaram Capital Protection Oriented Funds, Sundaram Debt Oriented Hybrid Fund, Sundaram Fixed Term Plans, Sundaram Short Term Credit Risk Fund and Sundaram Banking & PSU Debt Fund*. Dwijendra is a CFA charterholder. He holds a B.Tech (Textile Technology) from The Technological Institute of Textile and Sciences and Post Graduate Diploma in Management from Goa Institute Of Management.
RENCE 8TH INDIA INVESTMENT CONFE CE 8TH INDIA INVESTMENT CONFEREN H INDIA INVESTMENT CONFERENCE BIHARILAL DEORA, CFA MODERATOR DIA INVESTMENT Director CONFERENCE Abakkus Asset Manager LLP DIA INVESTMENT CONFERENCE Jiju leads CRISIL Research’s gamut of offerings in the investment research space. His key responsibilities include formulating and executing business strategies, managing client relationships and delivery of high quality analysis. The services offered under Jiju’s leadership DIA INVESTMENT CONFERENCE include qualitative and quantitative investment research, wealth management solutions, valuation and benchmarking services. Jiju joined CRISIL in 2003. Through his stint, he has been instrumental in developing investment solutions for leading banks, brokerages, financial distributors and corporates. Jiju has a Bachelor’s degree in Commerce and a Masters in Business Administration from the University of Pune. ANKUSH AGARWAL, CFA Head – Global Research Centre JP Morgan India Private Limited Ankush Agarwal is currently responsible for managing a large team of research analysts spread across Mumbai and Shanghai that supports the global teams on public side research including equities, fixed income, commodities, economics, derivatives and quant at JP Morgan. Also has locational responsibility for the research operations support team based in Mumbai. Ankush Joined J.P. Morgan in 2004 in the GKN Research and after spending 15 months in Mumbai, moved into a client facing role in New York within the firm where he covered the Metals & Mining Industry as a sell-side equity research associate for 5 years. In April 2010 he relocated back to India and has since been heading the firm’s GKN Research and Research Operations department. Ankush is a CFA charterholder, He holds a Diplome Grand Ecole from ESCP-EAP, Paris, He has completed his Post Graduate Program in Management from Management Development Institute and a Bachelor of Commerce, Honors from Delhi University. SHANKAR PURUSHOTHAMA, CFA Director, India Equity Operations Morningstar Shankar leads the equity data operation team at Morningstar Mumbai. This team is responsible for the timely, complete and accurate acquisition of equity data that powers Morningstar products. Shankar has 20+ years of experience as a finance professional, specializing in the data and information services industry. He started his career with Siemens in Mumbai and moved on to work in the audit and assurance services practice of Ernst & Young in Bahrain for a brief period before transitioning into financial services consulting. His most recent experience before joining Morningstar was at S&P Global’s market intelligence division in Hyderabad. Shankar is passionate about working with people to help them realize their potential. He is a CFA charterholder. RAVI A. GAUTHAM, CFA Senior Vice President The Northern Trust Company Ravi Gautam has served as the head of Northern Trust Asset Management’s Business Unit in India since December 2009. He serves on the executive management team and board of Northern Trust’s India subsidiary – Northern Operating Services Pvt. Ltd. Previously, Mr. Gautham served as senior vice president and director of risk management at Northern Trust Global Advisors. He has written articles on, published papers and spoken on risk and portfolio management issues at several conferences worldwide. He also serves as an executive committee member of the American Chamber of Commerce in India (AMCHAM). Mr. Gautham is a CFA charterholder and a member of CFA Society India and CFA Society Chicago.
E H SUREKHA SHENOY KUNDER H Executive Director, Chief Operating Officer Morgan Stanley H Surekha is the Chief Operating Officer of the India Global In House Centers (GIC) of Morgan Stanley in Mumbai and Bengaluru for the last 8 years and has been with Morgan Stanley for over 13 years. Prior to this role, she was the Co-Head for the India GIC Research team. She has spent 8 years on strategy and management consulting assignments across 13 industries in the Tata Group and Pricewaterhouse Coopers. She is the Western Region chair for the NASSCOM GIC Forum for 2015-2019 and part of the National GIC Council. She is passionate about Giving Back to society and works as part of Morgan Stanley’s CSR Committee leading a number of philanthropy and environmental initiatives across a wide variety of NGOs. She is on the Advisory Board of the Helen Keller Institute for the Deaf and Deafblind. Surekha holds a Master of Management Studies - Finance, where she ranked 1st at the University of Mumbai and is a Cost and Works Accountant (CWA). SONIA GANDHI, CFA MODERATOR Director CFA Society India Sonia Gandhi, CFA, has spent over 20 years in the investment management industry working with several global blue chip investment banks. As Director, Equities she was responsible for Deutsche Bank’s APAC client base. Previously, she worked with JP Morgan, BNP Paribas and Jardine Fleming—responsible for equity sales, capital market transactions and global account management. Ms. Gandhi is a director on the Board of the CFA Society India where she oversees the Programming and Continuing Education (PCE) Committee. She is extremely passionate about the role of ethics in the financial industry and conducts ethics’ workshops for corporates, and students across India. She is also one of the lead voices of the ‘Women in Finance’ initiative of CFA Institute in India. RAGHUVIR MUKHERJI Partner and Chief Risk Officer IIFL Investment Managers Raghuvir Mukherji heads Risk Management for IIFL Investment Managers. He is responsible for enterprise risks across its Advisory, Distribution, Asset Management (mutual funds, portfolio management services and alternative investment funds), Stock Broking, Lending and Trust businesses. In his last role, he was Chief Risk Officer at Reliance Nippon Life Asset Management Ltd (RNLAM). In all, he has about 19 years of experience spanning across various domains, viz, commercial banking, securities services, functional consulting for technology companies and risk management in organisations like Citi, HSBC, TCS and Infosys. Raghuvir is an alumnus of St. Xavier’s College Kolkata, a Chartered Accountant and Certified Financial Risk Manager (FRM) accredited by the Global Association of Risk Professionals, USA. ABHISHEK KHANDELWAL, CFA Chief Financial Officer Snow Leopard Ventures, A Venture Capital Firm Abhishek is an IIT-IIM alumnus, has worked in various leadership roles in CorporateFinance, Accounts, Strategy, and Investment Management functions in several industries across India andUS. Presently,working as Chief Financial Officer at Snow Leopard Ventures, a PrivateEquity/ Venture Capital Investment firm, investing in early stagestart-ups/businesses in India. He is also keen follower of Sports, Bollywood Movies and Indian Politics.
ONKARPREET SINGH JUTLA, CFA Head Products Edelweiss Global Wealth Management Onkarpreet Singh has over thirteen years of investment management experience garnered through Financial Markets Dealing Desk (Equities) and Private Banking Advisory Desk (Multi-Asset Classes). In his current role, Onkar is responsible for entire investment product platform for Edelweiss Global Wealth Management. His last assignment was with Kotak Wealth Management as a Vice President – Products. He started his career with Indian Bank as a part of the team managing its Proprietary Book in Direct Equity/Equity Mutual Funds etc. Onkarpreet is a Gold Medalist in MBA (Finance) from ICFAI Business School, Hyderabad and a CFA charterholder. BHAVESH A SHAH, CFA Chief Executive Officer Averner Capital Till early 2018, Bhavesh was the Managing Director – Investment Banking at JM Financial. He headed the Financial Sponsor Group and co-headed the Emerging Clients Division. He has experience spanning 21 years in Investment Banking and is focussed on deal origination and execution across sectors. He has been associated, as the key deal maker, with some of the significant and marquee deals in the Private Equity and capital markets space sizing up to over USD 1.5 bn. In 2006, he was with Morgan Stanley, Hong Kong, covering the private equity investors on Asia Pacific basis. Prior to Investment Banking, he spent four years in Equity Research with JM Financial group and CERC. Bhavesh Shah is a CFA charterholder. SAURAV MISHRA, CFA MODERATOR Director CFA Society India Saurav is a Director on the Board of CFA Society India. He is a Chartered Accountant and CFA Charter-holder. He runs the Distressed Asset Business for Deutsche Bank India. Apart from his Seven years stint with Deutsche Bank, he has worked in HDFC Bank, Tata Steel and Deloitte. He has keen interest in the academic side of finance and is involved with CFA Institute in various roles and has been a visiting faculty in management institutes. SAKET JAIN Managing Partner Vito India Advisors Saket is a founding partner of Vito India and has placed several people in the financial services industry and worked with many more to help them develop their careers. He has worked in the financial services industry for almost 15 years. He started as a tax and advisory consultant with EY and BMR Advisors and then moved to investment banking with Morgan Stanley. Saket holds a bachelor’s degree in commerce from Mumbai’s R.A. Podar College of Commerce and economics and is an All-India rank-holder chartered accountant.
2ND FINANCIAL TALENT SUMMIT, MUMBAI SUMMIT EVALUATION Excellent Good Satisfactory Poor Please rate the Summit OVERALL 4 3 2 1 Please rate the Summit CONTENT 4 3 2 1 Please rate the Summit SPEAKERS 4 3 2 1 Please rate the Summit BRANDING 4 3 2 1 SPEAKERS Excellent Good Satisfactory Poor SUMMIT CO-CHAIRS Hiren Chandaria, CFA 4 3 2 1 Jayna Gandhi, CFA 4 3 2 1 SUMMIT OPENING AND WELCOME Jayesh Gandhi, CFA 4 3 2 1 CFA INSTITUTE CAREER SERVICES AND TOOLS Neil Govier, CFA 4 3 2 1 HOW TO OWN YOUR CAREER IN FINANCIAL SERVICES Dr. Jane Horan 4 3 2 1 CAREERS IN SALES/RELATIONSHIP MANAGEMENT Gajendra Kothari, CFA 4 3 2 1 Gaurav Jaitley 4 3 2 1 Arpita Vinay 4 3 2 1 Pramod Gubbi, CFA 4 3 2 1 Moderator: Anil Ghelani, CFA 4 3 2 1 CAREERS IN RESEARCH Harsha Upadhyaya, CFA 4 3 2 1 Prashant Nair, CFA 4 3 2 1 Dwijendra Srivastava, CFA 4 3 2 1 Moderator: Biharilal Deora, CFA 4 3 2 1 MEET AND GREET WITH INDUSTRY EXPERTS 4 3 2 1 CAREER IN GLOBAL FINANCIAL INSTITUTION Ankush Agarwal, CFA 4 3 2 1 Shankar Purushothama, CFA 4 3 2 1 Ravi A. Gautham, CFA 4 3 2 1 Surekha Shenoy Kunder 4 3 2 1 Moderator: Sonia Gandhi, CFA 4 3 2 1 CAREERS IN RISK MANAGEMENT/COMPLIANCE/ CORPORATE FINANCE Raghuvir Mukherji 4 3 2 1 Onkarpreet Singh Jutla, CFA 4 3 2 1 Abhishek Khandelwal, CFA 4 3 2 1 Bhavesh A. Shah, CFA 4 3 2 1 Moderator: Saurav Mishra, CFA 4 3 2 1 BUILDING A CAREER IN FINANCIAL SERVICES Saket Jain 4 3 2 1
............................................................................................ 1. Which topics or speakers attracted you to this Summit? Topics: _______________________________________________________________________________________________________ Speakers: _____________________________________________________________________________________________________ 2. List any topics or speakers (not part of this Summit) you would like to see in the future. Topics: _______________________________________________________________________________________________________ Speakers: _____________________________________________________________________________________________________ 3. Please list other educational Summit(s) you have recently attended and indicate if today’s event was better, about the same, or worse in terms of educational benefits: Summit name: Today’s event was: Better Same Worse _________________________________________ 3 2 1 _________________________________________ 3 2 1 4. How did you first become aware of the 2st Financial Talent Summit? a. A colleague b. A friend (not a colleague) c. CFA Society India d. CFA Institute emailer e. Non-CFA Institute emailer f. Online advertisement g. Social Media ads (Facebook, Twitter, LinkedIn etc.) h. Promotions on CFA Institute social media channels (Facebook, Twitter, etc.) i. CFA Institute website j. CFA Society India website k. The Internet (other than the CFA Institute website), please specify:______________ l. Other (please specify):______________________ 5. Please rate the following aspects of your experience Excellent Good Satisfactory Poor Usefulness of pre-Summit information (e.g., website/e-mail) 4 3 2 1 Ease of the registration process 4 3 2 1 Quality of speaker presentation slides 4 3 2 1 CFA Society India customer service 4 3 2 1 6. Please rate the venue: Excellent Good Satisfactory Poor Customer service 4 3 2 1 Food quality 4 3 2 1 Venue layout 4 3 2 1 Summit signage and visual appearance 4 3 2 1 7. Exhibits: Yes No Did you visit the exhibit area at this Summit? Did you find the exhibit demonstrations interesting? What other exhibitors (i.e., products or services) would you find interesting to learn about at future Summits? ______________________________________________________________________________________________________________ ______________________________________________________________________________________________________________ 8. Specific comments about the Summit: ______________________________________________________________________________________________________________ Some comments may be used for testimonial purposes. If you agree to have your comments used, please write and sign your name below. Name: Signature: Date: Please return this completed form to the registration desk Your Feedback Is Valuable
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